TritonPoint Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TritonPoint Wealth’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$443K	Hold	3,023	–	–	0.04%	194
2026 Q1	$387K	Buy	3,023 +747	+33%	+$101K	0.04%	195
2025 Q4	$312K	Buy	2,276 +845	+59%	+$118K	0.03%	214
2025 Q3	$204K	Sell	1,431 -468	-25%	-$66.1K	0.02%	341
2025 Q2	$263K	Sell	1,899 -7	-0.4%	-$886	0.02%	297
2025 Q1	$224K	Buy	1,906 +170	+10%	+$21.9K	0.02%	324
2024 Q4	$220K	Hold	1,736	–	–	0.02%	316
2024 Q3	$204K	Buy	+1,736	New	+$194K	0.02%	323
2024 Q1	–	Sell	-2,842	Closed	-$297K	–	312
2023 Q4	$297K	Buy	+2,842	New	+$269K	0.03%	265

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

TritonPoint Wealth's IWP Position: Q2 2026 in Review

TritonPoint Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,023 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #194.

TritonPoint Wealth first reported a position in IWP in Q4 2023 and has held it in 9 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TritonPoint Wealth held 3,023 shares of iShares Russell Mid-Cap Growth ETF worth $443K as of Q2 2026.
TritonPoint Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #194 holding.
TritonPoint Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.